INVESTING WITHOUT LIMITS: FROM ANALYSIS TO IMPLEMENTATION

MSCI exclusively invites you to join us for the seventh annual MSCI U.S. Real Estate Investment Conference in New York on May 10, 2018.

Our real estate analysis experts will be joined by industry practitioners to discuss the trends and challenges faced by real estate professionals today.

We are delighted to announce our keynote speaker, author and journalist Greg Lindsay.

*Agenda subject to change and updates to follow.

 

Hotel
A discounted rate of $350.10 + tax at the Grand Hyatt New York is available for all conference attendees. To make a reservation please email jennifer.sammarco@hyatt.com.
 

Register Now

May 10, 2018

|New York, NY


Time

8:30 a.m. - 4:00 p.m.

Location

Grand Hyatt New York
109 E 42nd Street
Manhattan Ballroom
New York, NY 10017

Agenda

May 10, 2018
TIME DETAILS
8:30 a.m. REGISTRATION AND NETWORKING BREAKFAST
9:00 a.m.

WELCOME AND OPENING REMARKS

  • Henry Fernandez, Chairman and Chief Executive Officer, MSCI
9:15 a.m.

KEYNOTE PRESENTATION: CITIES AS A SERVICE: WHAT DOES THE ON-DEMAND ECONOMY MEAN FOR REAL ESTATE?

  • Greg Lindsay, Author and Journalist
10:15 a.m. MORNING BREAK
10:30 a.m.

BENEATH THE HEADLINE NUMBERS: THE DIVERSE DRIVERS OF GLOBAL REAL ESTATE

  • Will Robson, Head of Applied Real Estate Research, MSCI

MSCI presents late cycle lessons from income and asset-level analysis

  • Current state of the markets: low income returns, evaporating yield impact, growth coming from fundamentals
  • Behind the headline numbers: NOI trends, reversionary potential, asset level dispersion
  • What does this mean for portfolio construction? What’s really feasible?
  • Global cities: Does the data back-up conventional wisdom?
11:15 a.m.

MOVING BEYOND CORE: IS YOUR BENCHMARK SUFFICIENT?

  • Elizabeth Francis, Vice President, MSCI

The latest private real estate fund index offering from PREA/MSCI

Moderator:
  • Dev Subhash, Partner, StepStone Global

Panelists:

  • Jeffrey Beckham, Managing Director, Head of Institutional Investment Management, Jamestown LP
  • Kurt Edwards, Director, UBS
  • Shelley Santulli, Executive Vice President, American Realty Advisors

A builder of tailored portfolios leads a panel of non-core fund managers discussing

  • What is driving investor demand?
  • What are the investment opportunities in the space?
  • The new Index offering from PREA/MSCI
12:00 p.m. NETWORKING LUNCH
1:00 p.m.

REAL ESTATE IN A GLOBAL CONTEXT

  • Simon Fairchild, Executive Director, MSCI
  • Bill Tresham, Founder, Rittenvest and Past-President, Ivanhoe Cambridge

Simon will present recent results from the IPD Global Property Index and discuss with Bill what it takes to implement a global strategy

Bill will share his experience gained from transforming a domestic $15bn domestic portfolio into a global fund of $40bn

2:00 p.m.

HARNESSING GLOBAL GROWTH: IDENTIFYING OPPORTUNITY LATE IN THE CYCLE

Moderator:

  • Thomas Morizet, Americas & Asia Regional Product Manager, MSCI

Panelists:

  • Laler DeCosta, Managing Director, Invesco
  • Tony Charles, Managing Director, Global Head of Research and Strategy , Morgan Stanley Real Estate Investing
  • Reza Basharzad, Director, Investment Specialist, Global Clients & Marketing, QIC


A panel of global managers discuss where value can still be found

  • International economic context spanning growth, interest rates, exchange rates and taxes
  • Political overlay
  • Market trends: pricing, market depth and accessibility, potential contribution to diversification
2:55 p.m. AFTERNOON BREAK
3:05 p.m.

HOW RESEARCH DRIVES INVESTMENT DECISIONS THROUGH ANALYSIS OF MARKET AND ASSET SELECTION

  • Will Robson, Head of Applied Real Estate Research, MSCI
  • Joe de Foleschampe, CAIA, Assistant Vice President, Economic & Market Research, Berkshire Group

A conversation about market allocation and asset selection, highlighting the U.S. Multifamily market.

Speakers will discuss how investment opportunities and risks are identified during the underwriting process using return data over a full real estate cycle.
 

3:45 p.m.

CLOSING REMARKS

  • Jay McNamara, Managing Director and Head of Real Estate, MSCI
4:00 p.m. NETWORKING RECEPTION - Grand Hyatt Hotel: Gallery on Lex

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Event Speakers

Reza Basharzad

Director, Investment Specialist, Global Clients & Marketing | QIC

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Jeffrey Beckham

Managing Director, Head of Institutional Investment Management | Jamestown LP

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Tony Charles

Managing Director, Global Head of Research and Strategy | Morgan Stanley Real Estate Investing

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Laler DeCosta

Managing Director | Invesco

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Joe de Foleschampe

Assistant Vice President, Economic & Market Research | Berkshire Group

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Kurt Edwards

Director | UBS

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Simon Fairchild

Executive Director | MSCI

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Henry Fernandez

CEO | MSCI

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Elizabeth Francis

Vice President, Client Coverage | MSCI

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Greg Lindsay

Author and Journalist |

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Jay McNamara

Managing Director and Head of Real Estate | MSCI

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Thomas Morizet

Americas & Asia Regional Product Manager | MSCI

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Will Robson

Executive Director and Global Head of Real Estate Applied Research | MSCI

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Shelley Santulli

Executive Vice President | American Realty Advisors

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Douglas Slater

Executive Director, Client Coverage | MSCI

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Dev Subhash

Partner | StepStone Global

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Bill Tresham

Founder, Rittenvest and Past-President | Ivanhoe Cambridge

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